Senior Trust & Wealth Advisor for High-Net-Worth
Bank of America ATM
Bank of America is looking for a professional to manage fiduciary and investment management accounts in Cleveland, Ohio. The role includes supporting high-net-worth clients through detailed administration and compliance, while ensuring a high-quality experience tailored to their goals. Qualified candidates should have a minimum of five years of experience in trust administration and estate planning, along with strong communication skills and the ability to close sales effectively. An attractive benefits package is included. #J-18808-Ljbffr Bank of America
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Trust & Wealth Advisor for High-Net-Worth in Cleveland, OH vacancy
$98.1k - $210k
...and investment management accounts for high‑net‑worth clients and beneficiaries, overseeing administration... ...support, including review of trust instruments, involvement when the trustee... ...and prospects to build and transfer wealth tailored to their goals, delivering a high...SeniorHigh net worthDay shiftBank of America
Cleveland, OH3 days ago$98.1k - $210k
...and investment management accounts for high-net-worth clients and beneficiaries involving multi... ...development of complex investment management and trust accounts and working with team members... ...and retention, assisting clients with wealth planning needs, and managing risk....SeniorHigh net worthWork at officeShift workDay shiftBank of America
Cleveland, OH3 days ago$133k - $296.4k
...to contribute to the company’s success. As a Senior Counsel within PNC's Corporate Governance organization... ...experience practicing in the area of trusts and estates in a law firm or fiduciary practice, counseling high net-worth individuals, advising fiduciaries and...SeniorHigh net worthFull timeTemporary workPart timeWork experience placementWork at office- ...Senior Vice President, Lead Wealth Advisor About the Company Nationally recognized wealth management, retirement advisory, and business... ...candidate will be responsible for serving as a trusted advisor to high-net-worth individuals and families, delivering...SeniorHigh net worthLocal area
$116k - $216k
...KeyBank is seeking a skilled Sr. KPB Relationship Manager in Pepper Pike, Ohio to serve high net worth clients by advising on banking and investment solutions. The role includes developing strategies based on client goals and coordinating with a relationship team. The...SeniorHigh net worthKey Bank
Pepper Pike, OH2 days ago$120k - $130k
NFP Corp seeks a Wealth Advisor for its Beachwood, Ohio office. This role focuses on serving high net‑worth clients by providing tailored wealth management and financial planning services. Ideal candidates will have extensive experience in wealth management, preferably...SeniorHigh net worthWork at office- A financial services company in Beachwood, Ohio, is seeking a Private Bank Wealth Advisor IV to manage high-net-worth client relationships and deliver comprehensive Wealth Plans. The ideal candidate will have over 10 years of experience in wealth management or financial...SeniorHigh net worthRemote jobFlexible hours
$116k - $216k
...acting as the primary client advisor, developing and implementing... ...RM is responsible for serving high net worth clients in their existing book... ...advisory team, including trust, investment and planning strategists... ...depth knowledge of financial wealth management services and...SeniorHigh net worthFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift$200k - $300k
...strategic tax leader ready to step into a high-impact partnership? Our firm is known for... ...in real estate, private equity, and high-net-worth family offices.Business Development:... ...participation.Autonomy: A hybrid work model that trusts your professional judgment and rewards...SeniorHigh net worthTemporary workWork at officeRemote work$110k - $210k
...and sophisticated tax planning? As a Senior Manager on our High Net Worth Tax team, you’ll provide... ...compliance engagements, serve as a trusted advisor on sophisticated individual tax matters... ...1) and advise on matters impacting wealth planning, succession, and family tax...SeniorHigh net worthFull timeContract workWork at office$93k - $98k
...Private Client Services Tax Senior Private Client... ...within our firm. Offering a high touch approach, we have... ...serving high net-worth individuals, their families... ...estate, income, gift, and trust tax consulting and... ...with clients and their advisors to gather information needed...SeniorHigh net worthPrivate practiceWork at office$75k - $150k
The industry role of Wealth Advisor resides as a Financial Consultant at Manning & Napier. As... ...relationships across various client types (such as high net worth individuals, endowments & foundations,... ...Work to establish a level of trust and confidence with our client to serve...High net worth$68.08k - $113.4k
...Senior Trustee Consultant Where ambition meets... ...subsidiary The Private Trust Company. Through our delegated... ...Company enables LPL Advisors to maintain investment... ...working with high net worth (HNW) clients Core... ...among the fastest growing wealth management firms in...SeniorHigh net worthWork experience placementWork from home$85k - $120k
...Description Job Description Tax Senior, CPATax Advisory | Client... ..., Ohio Our client, a highly respected and growth-focused... ...to develop into a trusted advisor, build meaningful client relationships... ..., investors, and high-net-worth individuals while gaining valuable...SeniorHigh net worthSummer workFlexible hoursWertz & Associates
Cleveland, OH25 days ago$124k - $335k
...team to deliver exceptional tax services to high-net-worth individuals, helping them meet their financial planning and wealth transfer goals. In this role, you'll apply your... ...thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted...SeniorHigh net worthFixed term contractSummer workSeasonal workH1bRemote workPwC
Cleveland, OH3 days ago- ...We Require: Estate planning experience. Preferred experience is with high-net-worth individuals, their families, and their businesses. Experience with Federal Estate Tax. Trusts and Estates Administration experience. Excellent people and communication...High net worthTemporary work
Buckingham Doolittle & Buroughs
Cleveland, OH2 days ago $130k - $170k
...Description Lead Complex Tax Engagements - Senior Tax Manager in Wooster, OH Job Title:... ...exceptional service. You'll serve as a trusted resource for clients while helping... ...will: Manage a portfolio of high-net-worth individuals, business owners, trusts, and...SeniorHigh net worthPermanent employmentTemporary workSeasonal workWork at officeLocal areaImmediate startMonday to FridayStivers
Cleveland, OH1 day ago$150k - $300k
BDO USA is looking for a Tax Managing Director in Cleveland, Ohio to lead tax compliance and consulting services for high-net-worth clients. The role requires a minimum of ten years of experience in accounting or finance and at least a Bachelor’s degree, with a CPA credential...SeniorHigh net worth$82k - $135.2k
...Business Tax Services - Private Tax - Wealth Tax Advisory - Senior Location: Anywhere in Country... ...a critical role in delivering high-quality advisory services to high-net-worth individuals (HNWI) and their... ...tax advisory, estate and trust tax, family limited partnerships...SeniorHigh net worthWork experience placementSummer holidayFlexible hoursEY
Cleveland, OH5 days ago- ...Job Description Job Description Tax Senior Manager- Personal Tax Advisory Group Details: Serve as a personal tax advisor for high net worth individuals and business owners Manage client relationships and oversee all aspects of tax engagements Provide...SeniorHigh net worth
Spartan Placements, LLC
Cleveland, OHmore than 2 months ago $128k - $268k
...OhioJob SummaryThe Family Wealth Investment Consultant... ...portfolios for ultra-high-net-worth clients within a... ...Serve as lead investment advisor on a select book of complex... ...the team.Serve as a senior investment resource,... ...Proven track record as a trusted advisor with...High net worthFull timeWork at officeFlexible hoursNight shift$82k - $135.2k
...Business Tax Services - Private Tax - Wealth Tax Advisory - Senior Location: Anywhere in Country... ...a critical role in delivering high-quality advisory services to high-net-worth individuals (HNWI) and their... ...tax advisory, estate and trust tax, family limited partnerships...SeniorHigh net worthWork experience placementSummer holidayFlexible hours$77k - $202k
...& SummaryThe OpportunityAs a Deals - Financial Due Diligence, Senior Associate, you will provide strategic advice and business diligence... ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all.SummaryLocation: IL-Chicago; TX-Dallas; CA-...SeniorFull timeH1b$71k - $125k
...fiduciary post-death of clients by providing expert trust and estate settlement administration and counsel to High Net Worth clients and their beneficiaries. Actively... ...fiduciary, investment, tax, and other related wealth issues. - Designs and delivers sophisticated...High net worthWork experience placementWork at officeRemote workFlexible hours$55k - $65k
Company Overview: Western Reserve Trust Company (“WRTC”) is an Ohio chartered non-depository Bank that provides Trust Administration and Family Office Services to high net-worth individuals and their families. Western Reserve aims to be the premier provider of Trustee and...High net worthWork at officeLocal area- ...experience in estate planning, trust administration, tax planning,... ...areas, the Trusts and Estates Senior Associate or Partner works closely... ..., accountants, financial advisors, and other professionals to provide... ..., and negotiation skills.High level of professionalism and ethical...Senior
McCarthy Lebit Crystal & Liffman Co. LPA
Cleveland, OH11 days ago - ...Associate Wealth Advisor CBIZ seeks a motivated and qualified individual for the position of... ...excellence. Associate Wealth Advisors provide a high level and broad range of technical and... ...with individuals, families and higher net worth clients by providing high touch...High net worthWork experience placement
$80k - $150k
...preferences. Maintains a high level of collaboration... ...and depth of the Wealth Segment suite of capabilities... ...may manage Portfolio Advisor Associates and/or mentor... ...Experience managing a high-net-worth book of business.... ...use: office equipment, Trust accounting system and portfolio...SeniorHigh net worthWork at officeFlexible hours- BCG Attorney Search seeks a Trusts and Estates Senior Associate or Partner in Cleveland, OH to advise clients on estate planning, trust administration, tax planning, and probate. The role emphasizes tailored guidance, asset protection, and client relationship management...Senior
- ...Registered Investment Advisor (RIA),... ...financial planning and wealth management services... ...Tax Advisor is a senior-level individual contributor... ...of individual and trust tax returns and... ...-up — all with a high standard of... ...recommendations for high-net-worth clients and may...SeniorHigh net worthFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trust & Wealth Advisor for High-Net-Worth. Be the first to apply!
Related searches
- oracle financial functional consultant Cleveland, OH
- financial advisor development program Cleveland, OH
- financial associate Cleveland, OH
- junior oracle financial functional consultant Cleveland, OH
- project finance associate Cleveland, OH
- jde finance consultant Cleveland, OH
- wealth advisor Cleveland, OH
- senior wealth advisor Cleveland, OH
- senior financial advisor Cleveland, OH
- entry level financial advisor Cleveland, OH